Glassman Wealth Services Dimensional ETF Tr Transaction History
Glassman Wealth Services
- $593 Million
- Q4 2024
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glassman Wealth Services holds 9,860 shares of DFAU stock, worth $371,919. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,860
Previous 8,810
11.92%
Holding current value
$371,919
Previous $349,000
14.33%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio